Using Doctor Droid Playbooks, you can send notifications with investigation summary in response to PagerDuty incident creations.


To make this functionality work, we will be using PagerDuty's "webhooks" feature.

Note:

  • The workflow is currently supporting only "incident.triggered" webhook events.



Here are the steps to follow to receive the playbook summary directly into PagerDuty:


Step 1: Set up PagerDuty as a Data Source

  1. Login to your PagerDuty account.
  2. Go to Integrations and select API Access Keys.
  3. Create a new key. This is to be added in the API key in the PagerDuty Data Source configuration.
  4. Also add the configured email in the Data Source Configuration. Playbooks platform will pose as this user to publish investigation summaries to that incident.

Step 2: Create a Webhook for Your Service

  1. Log in to your PagerDuty account.
  2. On the Home Screen, go to Integrations and then go to Generic Webhooks V3
  3. Click on New Webhook. Add the Webhook URL (this will be given to you when you are configuring a workflow in the next step) and select the Scope type (right now we recommend only using the Service scope type).
  4. Then select your Service in the Scope drop-down. Add a description.
  5. Now, at the bottom of the page, click on the Add custom header button. Add Authorization in the Name field and add Bearer (found in the Workflow configuration page) in the Value field.
  6. Add the Webhook.

For detailed instructions, you can refer to the PagerDuty Webhooks Documentation.


Step 3: Set up the Workflow for PagerDuty trigger type

  1. In the trigger type drop-down select PagerDuty as the trigger type.
  2. Set the Service name and the Title of the Incident you want to trigger this webhook for.
  3. You will get a URL for a webhook. This is what needs to be put in the PagerDuty webhook configuration page.
  4. Enter the Service name of your PagerDuty service where the webhook is configured.
  5. Enter a string that you want to trigger the workflow for in the Title field.
  6. Select your Playbook.

Step 4: Set Up Notification Workflow

  1. Select PagerDuty as the notification channel while setting up your Workflow.
  2. Click on Save.

Step 3: Receive Playbook Summary

When an incident is triggered for the service with the webhook configured, you will receive a notification in PagerDuty notes for that specific incident. The notification will include a link to the specific playbook or workflow summary.


Note:

PagerDuty webhooks support the inclusion of links in notes. You will receive a link of your Playbook summary, this will allow you to open and review the playbook summary instantly.

By following these steps, you can ensure that the relevant playbook or workflow summaries are automatically sent to PagerDuty, keeping your team informed and ready to respond effectively to incidents.